Is Your Branch an Island?
While all credit union branches may technically be part of the same financial institution, differences in operations, procedures, and policy can leave each of them feeling like their own island, disconnected from the mainland. Melissa Hammel encourages credit unions to review how they keep branches on the same page.
Documentation: Less Is More
When it comes to writing documentation, keeping your writing short and simple is the best route to ensuring your message is conveyed to your audience in a clear and understandable way, says Kendra Erickson.
Succession Planning: Prepare Your Next Generation
A lack of succession planning can be a credit union’s downfall. Becky Frankowski urges credit unions to begin developing a succession plan now to set their credit union up for success in the future.
The Importance of Standard Operating Procedures
Creating a set of Standard Operating Procedures (SOPs) for any position can be time-consuming, but the effort is worth the outcome. Annalise Runkel details just a few of the benefits SOPs bring an organization and why updating them is critical.
Are You Prepared for Succession Events?
Is your organization prepared for unexpected employee departures or even expected retirements? If one of your staff left tomorrow, do you know who would take over their responsibilities? Amber Overla explains how best to prepare for known and unknown succession events.
Don’t Let Your Process Documentation Fall by the Wayside
Every member of your team is a link in your organization’s chain. Losing a team member means a break in the chain where both information and processes are lost. This is why, Brendan Lindsey argues, it is critical for everyone in your organization to document their processes.
Documentation is the Lifeblood of a Successful Organization
According to Alycia Meyers, documentation is a critical component of any healthy organization. How seriously does your credit union take documentation and how does it compare to other organizations?
Continuity at the Core: Documenting Your Response Plan
In the fourth installment of his series on Business Continuity Planning, Jim Lawrence recaps the first three articles and discusses how your plan should be laid out and documented.
Win the Lottery: Documentation as an Effective Program
Documentation is an essential process for succession planning and building a knowledge base for your company. Alycia Meyers details how her CUSO got employees from all departments involved and excited about participating.
Think Writing’s Important? Think Again. It’s Even More Valuable Than You Thought!
Writing shouldn’t just be a skill, it should be a core competency of your organization. Dawn Moore questions whether your credit union truly grasps the importance of writing, and suggests ways to have it play a bigger role.
